First Foundation Bank is a $6.3 billion asset institution focused on private wealth management, personal banking, and business banking. Founded in 1990 and headquartered in Irvine, California, it has ambitious growth plans, particularly through M&A. Its challenge was to transform cumbersome, manual, and siloed systems and processes to accommodate an influx of new customers and new employees. With future acquisition and organic growth part of its long-term goals, it needed to upgrade its automation and technology to sustain collaboration and excellent customer service.
